Business Details
18 Years
experience
Expert Accounting & Tax Services in Bayport, NY
Kim Walker, CPA is a dedicated accounting and tax professional committed to delivering personalized, high-quality financial services to individuals and small businesses. With over 15 years of experience in public accounting, including roles at mid-sized firms in New York City, our firm specializes in tax return preparation, IRS problem resolution, business accounting, and strategic tax planning. We prioritize client education, ensuring clients understand their financial picture and tax implications throughout the year.Our team maintains rigorous professional standards through 40+ hours of annual continuing education, staying current with evolving tax laws and accounting practices. We serve clients in Suffolk County, NY, and beyond, offering both in-person and remote support to accommodate diverse needs.
Services
Tax Return Preparation
IRS Problem Resolution
QuickBooks Training
Tax Planning
Bookkeeping Services
Details
- Year established: 2008
Highlights and features
- We offer 15+ years of specialized tax and accounting expertise.
- Our team completes 40+ hours of annual tax law continuing education.
- We provide personalized IRS representation and audit support.
- We implement strategic tax planning to minimize annual liabilities.
- Our firm maintains strict client confidentiality and data security.
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
What people say
Professional and thorough
Stress-free tax experience
Exceptional IRS representation
Personalized service approach
Timely and accurate results
Services
Tax Return Preparation
We prepare federal and state tax returns for individuals, businesses, estates, and trusts. Our services include handling complex returns with investments, rental properties, and multi-state filings. We ensure compliance while identifying legitimate deductions to maximize refunds.
IRS Problem Resolution
We assist with IRS and state tax collection issues including liens, levies, wage garnishments, and audits. Our expertise covers penalty abatement, installment agreements, and offers in compromise to resolve back tax debt efficiently.
QuickBooks Training
As certified QuickBooks ProAdvisors, we provide personalized training and setup assistance for QuickBooks Desktop and Online. We help clients optimize financial reporting, streamline bookkeeping processes, and maintain accurate accounting records for better business decision-making.
Tax Planning
We develop year-round tax planning strategies to minimize liabilities through income shifting, retirement contributions, and tax-exempt investments. Our proactive approach helps businesses and individuals legally reduce tax burdens while preparing for future financial goals.
Bookkeeping Services
We offer comprehensive bookkeeping including monthly reconciliations, financial statement preparation, and payroll tax processing. Our services ensure accurate financial tracking for small businesses, supporting informed cash flow management and regulatory compliance.
People
Kimberly Walker
President
Certified Public Accountant with 15+ years in tax and accounting. Graduated from Penn State with a B.S. in Accountancy. Specializes in IRS resolution, business tax planning, and QuickBooks consulting. Member of AICPA and NYSSCPA.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and business tax return services. Our clients receive monthly reconciliations and customized QuickBooks support to maintain accurate financial records.
How can you help with IRS tax debt issues?
We specialize in IRS problem resolution including lien and levy removal, installment agreements, and penalty abatement. Our CPA expertise ensures effective representation and tailored solutions for back tax debt.
Do you offer QuickBooks training for new users?
Yes, we provide personalized QuickBooks Desktop and Online training. Our ProAdvisor certification allows us to offer software discounts and customized setup assistance for optimal accounting system implementation.
What tax planning strategies do you recommend?
We focus on income shifting, retirement contributions, and tax-exempt investments. Our proactive planning identifies year-round opportunities to minimize tax liabilities while aligning with clients' long-term financial goals.
Are your services available remotely?
Yes, we offer virtual consultations and remote QuickBooks support using secure screen-sharing technology. This allows us to serve clients throughout New York State and beyond without compromising service quality.
Reviews (3)
Arthur K.
Feb 26, 2020
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Kim is incredible to work with! She audited my past taxes, took care of my company structure setup and has filed taxes for couple years in a row now. Not only is she a smart, very knowledgeable tax professional, but also her responsiveness, and customer service skills are superb. She is incredibly quick and efficient and is always accessible by phone and email when I have questions. Kim is a wonderful asset to have on your side when it comes to all things taxes, accounting, corporate structures - you won't be sorry you called her!
Adriana Kostrna
May 29, 2019
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Kim Walker is an amazing accountant. She takes the time to go over everything and is very attention to detail. Kim is straight forward and will tell you what will be best for you! I highly recommend her to everyone.
Andrea Holmes
May 28, 2019
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Kim Walker is an excellent accountant who provides personalized service. She took so much time to understand how my industry works and offered me assistance and technical support to strengthen the financial aspect of my business. I highly recommend Kim Walker CPA,PC
